Management Guide. Approving and Reclassification of Claims on a Compilation Report within ClaimTrain. Page 1 of 9

Transcription

1 Management Guide Approving and Reclassification of Claims on a Compilation Report within ClaimTrain Page 1 of 9

2 ABOUT THIS DOCUMENT Those steps outlined on this document are for the purposes of reclassifying claims which were grouped into the incorrect billing class or commonly referred as Claim Team. You may need to reclassify claims if they were mistakenly assigned to a team and the work production needs to be switch to another billing class as to try each division s production by adjuster or storm TABLE OF CONTENTS ABOUT THIS DOCUMENT... 2 GETTING TO THE COMPILATION REPORT... 3 THE RECLASSIFICATION PROCESS... 4 TEAM LEADER PAYROLL APPROVAL PROCESS... 6 ACCOUNTING PAYROLL APPROVAL PROCESS... 7 UPLOADING PAYROLL TO PAYCOM PROCESS... 9 Page 2 of 9

3 GETTING TO THE COMPILATION REPORT 1.) Open ClaimTrain as you normally would by visiting either; for IAS Claim Services and IAS CatCREW for CatCREW Auto Owners 2.) Navigate to the Reports by clicking on Reports on the top navigation bar 3.) Click on the Accounting Reports, followed by the Adjusters Production Report 4.) Choose the correct payroll period from the available drop down list FEATURE ALERT: you can narrow down a list based on Adjuster, Team or Class Code Billing Code Check this box to group by Class Code which is the first 3 numbers of all claim teams IMPORTANT NOTICE: The Payroll period drop down is already calculated so you would select the pay period for which the company is about to pay on the 15 th or last day of the month FOR EXAMPLE if you received the reminder on the 2 nd of the Month you would review the payroll for the 15 th of the Month. Or if you received the reminder on the 16 th of the month you would review the payroll which would be paid on the last day of the month 5.) You can click on the PLUS sign next to each adjuster based on the team you have selected or pay period you are reviewing for (see example on next page) Page 3 of 9

4 You can expand the adjusters commissions by clicking on the PLUS sign next to each adjuster on this report to receive their billings. THE RECLASSIFICATION PROCESS If all of the before steps have revealed no need to reclassify or move invoices between claim teams the following steps are not required. 1.) Follow above before mentioned steps 2.) Check the check box next to the invoice you wish to reclassify or move between teams 3.) On the Action Menu select Change Team/Class Page 4 of 9

5 4.) From the provided drop down list you would select the correct TEAM where you would like to move the production too. 5.) Once the team is selected, click the SAVE button FEATURE ALERT: Upon the next export from ClaimTrain to QuickBooks those objects which are reclassified will be updated within QuickBooks as well for their correct billing class codes based on those actions which were performed in these steps. Page 5 of 9

6 TEAM LEADER PAYROLL APPROVAL PROCESS Once a team leader has completed all of the before mentioned steps it is time to approve the given payroll for the team(s). 1.) On the same report you will notice a Team Approval menu at the top of the report Once clicked this will reveal a screen similar to the following example 2.) To approve a given teams payroll, please click the check box next to the associated team and click Approve Select Note: If you are the team leader of multiple teams you may check mulitple boxes at once. WHY: This process is in place so that the accounting team will know which teams have and have not been reviewed and approved; which reports may require additional attention Page 6 of 9

7 ACCOUNTING PAYROLL APPROVAL PROCESS Feature Alert: This process is for Super Administrators only and only accounting staff members should complete the following process. This process is similar to the Team Leader process, however; Super Administrators are able to see all teams and not just those which they are team leaders for. 1.) Click on the Team Approval, to reveal a similar screen as shown here; 2.) For those teams not yet reviewed and approve the administrator may approve the payroll for the team lead or request that the team leader approve the said payroll. 3.) The administrator may click on the Check box next to the teams if any which are not yet approved and click the Approve Select box similar to the Team Leader Approval Process Feature Alert: The approved by option field is driven and stamped with the uses that is doing the approval. If you are approving on behalf of a manager your username will be stamped here and not the manager Page 7 of 9

8 Once all claim teams or class codes have been approved, you may move on to the next steps and get payroll ready to be exported to PayCom for payment to the adjusters 4.) From the Action Menu, choose Approve this Payroll Feature Alert: if all teams are not approved, this option will not be available 5.) The administrator must enter their password to ClaimTrain as a secondary validation before submitting this next process Feature Alert: A Paycom ID must be valid for ALL adjusters who are shown on the payroll otherwise you will be unable to complete this process. Page 8 of 9

9 UPLOADING PAYROLL TO PAYCOM PROCESS The last step in the process is generally done by our Payroll division Click the PayCom Export button Note: This button is only available after ALL of the prior steps have been completed Once the above button is clicked Paycom Export you will be prompted to save a CSV file which would be uploaded into PayCom for payroll purposes Page 9 of 9